Scribd
Upload
128 views4 pages

T24 List - Search For An Account

Uploaded by

lolitaferoz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
128 views4 pages

T24 List - Search For An Account

Uploaded by

lolitaferoz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 4

List of Accounts

Overview
This report lists all accounts held at your institution. You may use any of a number of selection options,
for example, list of accounts for a specific customer.

Access
Account Menu>Account Enquiries>>List of Accounts

Procedure
1. Select the menu option.
2. Enter the search criteria and click on the Find icon.
3. View the resulting enquiry on‐screen and manipulate as described in the Navigation user guide.
4. Close the enquiry.

Screen
A screen like the one shown below displays, allowing you to filter the records for on‐screen
enquiry or report:

When the enquiry displays, it will appear like the screen shown below.
Search for an Account
Overview
This enquiry allows you to search for an account on information stored on both the Account and
Customer Files. By selecting from the functions listed to the right hand side of the screen, against the
account, you are able to access most frequently used Teller Transactions.

Access 1
Account Menu>>Account Enquiries>>Search for an Account

Procedure
1. Select the menu option.
2. Enter the search criteria and click on the Find icon.
Tip: To search by the customer surname, use the SHORT.TITLE contains Kin… (As can be seen
in the example below.
3. View the resulting enquiry on‐screen and manipulate as described in the Navigation user guide.
4. Close the enquiry or proceed to process teller transactions by selecting the options from the menu.

Screen
A screen like the one displayed below is shown, allowing you to filter the records for on‐screen enquiry
or report.

When the enquiry displays, it will appear like the screen shown below.

The enquiry displays the customer details as stored on the CUSTOMER record in the heading. The
data columns provide information such as the account number, account mnemonic, account type,
currency of the account, account on‐line balance, interest due, amount in arrears or in advance,
drawdown amount, available balance (on‐line balance excluding uncleared cheques and locked
amounts), approved amount, disbursed amount, ATM card held on this account and the repayment
amount. Blanks in the data fields imply that the information does not pertain to the account listed, for
40 InclusiveBankingSuite Product
40 InclusiveBankingSuite Product

You might also like